James Noonan, CLU, ChFC

James Noonan is a principal of the Capital Business Advisory Group, based in Rochester, New York, and a field representative with the Centra Financial Group, a general agency of the Penn Mutual Life Insurance Co. He specializes in business succession planning, retirement and estate planning.

Mr. Noonan is a veteran of the financial services industry with 33 years of experience. He specializes in working with family owned businesses. Many of them are farmers.

He came to the insurance business with a varied background. After receiving his Bachelor of Arts degree from New York University in 1962, majoring in psychology, he served as an officer of the U.S. Air Force, achieving the rank of captain. He worked in a variety of management positions in corporate America before becoming a financial consultant.

He formerly entered the role of financial services agent with Connecticut General in 1978. In 1987, he established the Capital Business Advisory Group, a full-service financial services company. He earned his CLU in 1993 and his ChFC the following year.

Year after year, Mr. Noonan has won his company’s major awards and honors. Every year since 1978, he has qualified for membership in the Million Dollar Round Table at the Court of the Table* level. Year after year, Mr. Noonan has won his company's major awards and honors. He qualified for Top of the Table* in 1985 and 1995.

Jim ranks his achievements in life in order of priority:

Having won the love of his beautiful wife Maria and having maintained that for 48 years of marriage.

Having raised five well adjusted children.

Having the good fortune to hire and retain a staff that has allowed him to achieve success in the business world.

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